+97.7%
AMZN vs ACI
+32.1%
+65.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.4% | -0.4% | -1.6% |
| 7D | +0.1% | -5.3% | +5.4% | +0.4% |
| 30D | +2.6% | +5.0% | -2.5% | +2.2% |
| 3M | -2.2% | +7.5% | -9.8% | -2.8% |
| 6M | -1.0% | -16.0% | +15.0% | -0.1% |
| YTD | +15.3% | -20.6% | +36.0% | +16.5% |
| 1Y | +6.9% | -23.5% | +30.4% | +8.3% |
| 3Y | +85.4% | -32.1% | +117.5% | +88.6% |
| 5Y | +53.3% | -42.5% | +95.8% | +56.3% |
| All | +97.7% | +32.1% | +65.6% | +75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling